Filed January 29, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,042 | $49,177+434.9% | $79,467+231.0% | $64,173+309.9% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | -4.80% | -1.16%-3.6pp | 718.30%-723.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,091 | $2,076+289.7% | $2,800+188.9% | $2,381+239.8% |
| Participant deferral / active EE | $8,474 | $2,821+200.4% | $3,704+128.8% | $3,470+144.2% |
| Admin fee / account holder | $2,423 | $3,839-36.9% | $5,104-52.5% | $4,887-50.4% |